Local: 786-338-9986 | Toll-Free: +1-866-521-5391 

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Miami Estate and Gift Tax Planning Lawyers

Estate and gift planning can be intimidating. The topic requires an understanding of complex state and federal laws. Moreover, the idea of planning for death, or simply the thought of giving up control over one’s assets, can seem worse than the idea of paying estate or gift taxes.

At Cohen, Chase, Hoffman & Schimmel, P.A., we take the time to learn about you and your family, as well as your assets. Our Miami estate and gift planning attorneys have represented many individuals and their families for decades, having prepared estate plans for multiple generations, as their family business has passed from parents to children to grandchildren. While we work hard to minimize your family’s income, estate and gift tax burden, our philosophy is never to allow taxes to become the tail that “wags the dog.”

Florida Estate Planning Lawyers

Each family situation is unique, which is why an experienced estate and gift planning attorney is critically important to you. Whether you have a “traditional” family, a blended family with children from multiple marriages, or a same-sex partner, or if you have just found that special someone, we can help you establish a comprehensive and effective plan that meets your personal needs in the most tax-efficient way possible.

Our most common services include:

  • Traditional estate planning — wills, living trusts
  • Durable powers of attorney and living will declarations
  • Business succession planning
  • Wealth preservation planning
  • Planning for IRA and retirement plan distributions
  • Life insurance planning
  • Trusts for health and education expenses
  • Special needs trusts
  • Dynasty trusts/planning for multiple generations
  • Private foundations and other charitable giving techniques
  • Lifetime gifting and estate tax
  • Preparing gift tax returns

Contact Us

An experienced Florida estate and post-mortem tax planning lawyer makes all the difference. Schedule your appointment at 786-338-9986 or toll free at +1-866-521-5391.

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